Kurt Joseph Kilwein

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 12/2023
  Symphonic Securities
  Beverly Hills, CA
• 03/2004 → Present
  Nsbn Llp
  Beverly Hills, CA
• 12/2023 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 12/2023 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2013-12-04 → 2023-12-08
  Symphonic Financial Advisors Llc
  New York, NY
  Los Angeles, CA

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, 12/2023, ADVISORY REP OF AN RIA, INV REL, 160 HR/MO, 120 HR/MO TRADING. 12/01/2023

Exams

• S66 Uniform Combined State Law Examination
  2013-12-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant